RobotaxiMap.com

In this report, we analyze the prerequisites and logic of the hypothetical Tesla and SpaceX merger. Could such transaction even happen? And does it have sound logical backing? Dig in to learn what we think.

A year ago, we pointed out that rolling out Robotaxis cannot be done without managing operations in bad weather. Today, we see that Tesla has taken a major step towards solving that problem. With active camera cleaning, Tesla has edged one step closer towards full-fledged Robotaxi service. Will it be enough or are radars/lidars still needed?

Switching one of our Teslas to a Rivian was eye-opening. The Rivian R1S is a fantastic car, but it also makes the software gap between the two companies very obvious. Rivian is now trying to change that.

Waymo has just been cleared to operate driverless robotaxis across nearly 70% of California’s population, turning the state into the de-facto global capital of autonomous ride-hailing. With bad weather and driving at high speeds - 2 major technical hurdles - seemingly solved, the primary bottleneck now shifts to building dense charging and depot infrastructure fast enough to support fleet scaling.

A report exploring the viability of end-to-end AI-based autonomy, in light of recent comments by Andrej Karpathy, a leading AI research scientist.

This report analyzes how new-model launches affect sales, applying those insights to Tesla’s cheaper Model 3 and Y variants—examining price gaps, design similarity, and growth potential amid expectations for future models or robotaxis.

This report is an in-depth analysis of global robotaxi companies and their geographical coverage. We calculate revenue by company, number of rides delivered, percentage of population served by robotaxis, etc.

In this report, we discuss the shifting balance between BYD and Tesla as EV adoption accelerates worldwide. BYD has surpassed Tesla in global sales, driven by China and expansion abroad, while Tesla faces pressure in the U.S. and Europe amid rising competition from Geely, GM, and Xiaomi.

SAE’s Level 1–5 labels no longer fit the robotaxi reality. This report proposes that only 2 levels of automation are truly relevant—Supervised Autonomy and Unsupervised Autonomy. These can be further broken down into several subcategories—namely the capability to handle weather and lighting, maximum speed, traffic complexity, and the robotaxi-to-teleoperator ratio—acting as a more accurate way of measuring the level of robotaxi automation.

I recently visited Estonia— the tiny European nation home to a remarkable number of unicorns—to sit down with Rob West of Thunder Said Energy. We spent just over half an hour discussing the future of robotaxis, the global vehicle market, and EV competitiveness. Give it a listen on your drive home, in the gym, or during a weekend trip!